Wealthspire Advisors (Maryland)’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,388
| Closed | -$205K | – | 465 |
|
|
2020
Q1 | $205K | Sell |
9,388
-839
| -8% | -$18.3K | 0.02% | 385 |
|
|
2019
Q4 | $774K | Buy |
10,227
+657
| +7% | +$49.7K | 0.05% | 212 |
|
|
2019
Q3 | $705K | Buy |
9,570
+283
| +3% | +$20.8K | 0.05% | 200 |
|
|
2019
Q2 | $639K | Sell |
9,287
-1,345
| -13% | -$92.5K | 0.05% | 214 |
|
|
2019
Q1 | $743K | Buy |
10,632
+1,158
| +12% | +$80.9K | 0.06% | 180 |
|
|
2018
Q4 | $511K | Sell |
9,474
-681
| -7% | -$36.7K | 0.05% | 217 |
|
|
2018
Q3 | $688K | Sell |
10,155
-4,959
| -33% | -$336K | 0.06% | 191 |
|
|
2018
Q2 | $1.06M | Buy |
15,114
+658
| +5% | +$45.9K | 0.1% | 124 |
|
|
2018
Q1 | $823K | Buy |
14,456
+6,690
| +86% | +$381K | 0.08% | 158 |
|
|
2017
Q4 | $415K | Buy |
7,766
+764
| +11% | +$40.8K | 0.04% | 295 |
|
|
2017
Q3 | $388K | Buy |
7,002
+3,915
| +127% | +$217K | 0.04% | 298 |
|
|
2017
Q2 | $161K | Buy |
3,087
+1,403
| +83% | +$73.2K | 0.02% | 528 |
|
|
2017
Q1 | $93K | Buy |
1,684
+127
| +8% | +$7.01K | 0.01% | 625 |
|
|
2016
Q4 | $89K | Buy |
1,557
+484
| +45% | +$27.7K | 0.01% | 617 |
|
|
2016
Q3 | $55K | Sell |
1,073
-2
| -0.2% | -$103 | 0.01% | 750 |
|
|
2016
Q2 | $51K | Sell |
1,075
-761
| -41% | -$36.1K | 0.01% | 728 |
|
|
2016
Q1 | $55K | Buy |
1,836
+715
| +64% | +$21.4K | 0.01% | 681 |
|
|
2015
Q4 | $28K | Buy |
+1,121
| New | +$28K | 0.01% | 871 |
|